| Prudent Man Investment Management, Inc. | 1 | $243 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $610 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 9 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 10 | $3.05K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $3.05K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 10 | $3.05K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 13 | $3.96K | 0.00% | −73−84.9% | Reduced |
| Minot DeBlois Advisors LLC | 15 | $4.57K | 0.00% | −10−40.0% | Reduced |
| Horizons Wealth Management | 16 | $4.88K | 0.00% | −5−23.8% | Reduced |
| Hager Investment Management Services, LLC | 16 | $4.88K | 0.00% | +10+166.7% | Added |
| REAP Financial Group, LLC | 18 | $5.49K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Future Financial Wealth Managment LLC | 20 | $6.10K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 20 | $6.10K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 20 | $6.10K | 0.00% | +20 | New |
| Harel Insurance Investments & Financial Services Ltd. | – | $7.00K | 0.00% | – | – |
| Barnes Dennig Private Wealth Management LLC | 26 | $7.93K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 27 | $8.00K | 0.00% | +10+58.8% | Added |
| Atwood & Palmer Inc | 31 | $9.45K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 32 | $9.76K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $10.7K | 0.01% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 37 | $11.4K | 0.01% | −18−32.7% | Reduced |
| Pinney & Scofield, Inc. | 41 | $12.5K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 41 | $12.5K | 0.01% | +41 | New |
| Dauntless Investment Group, LLC | 45 | $13.7K | 0.06% | +45 | New |
| Rialto Wealth Management, LLC | 46 | $14.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 48 | $14.6K | 0.01% | −1,146−96.0% | Reduced |
| Lowe Wealth Advisors, LLC | 48 | $14.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 49 | $14.9K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 50 | $15.2K | 0.01% | −204−80.3% | Reduced |
| Moser Wealth Advisors, LLC | 50 | $15.2K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 50 | $15.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 50 | $15.4K | 0.01% | +50 | New |
| Thompson Investment Management, Inc. | 55 | $16.8K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 55 | $16.8K | 0.00% | +55 | New |
| WealthTrak Capital Management LLC | 57 | $17.4K | 0.01% | −35−38.0% | Reduced |
| Broadwater Capital Management LLC | 17,985 | $18.0K | 0.01% | +17,926+30,383.1% | Added |
| Evergreen Private Wealth LLC | 60 | $18.3K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 60 | $18.3K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 62 | $18.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 65 | $19.8K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 65 | $19.8K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 70 | $21.3K | 0.01% | +70 | New |
| Kathleen S. Wright Associates Inc. | 75 | $22.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 80 | $24.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 80 | $24.5K | 0.01% | +5+6.7% | Added |
| 4Thought Financial Group Inc. | 81 | $24.8K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 81 | $24.9K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 82 | $25.0K | 0.01% | +13+18.8% | Added |
| Chapman Financial Group, LLC | 85 | $25.9K | 0.02% | +85 | New |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $26.5K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 90 | $27.4K | 0.01% | −29−24.4% | Reduced |
| Gold Investment Management Ltd. | 98 | $30.1K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 100 | $30.5K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $30.5K | 0.02% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 100 | $30.5K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 102 | $31.1K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 105 | $32.0K | 0.04% | 00.0% | Unchanged |
| Kilter Group LLC | 110 | $33.5K | 0.02% | +110 | New |
| Murphy & Mullick Capital Management Corp | 112 | $34.0K | 0.03% | 00.0% | Unchanged |
| Traub Capital Management LLC | 113 | $34.4K | 0.03% | +113 | New |
| DHJJ Financial Advisors, Ltd. | 115 | $35.1K | 0.01% | −5−4.2% | Reduced |
| Frazier Financial Advisors, LLC | 118 | $36.0K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 121 | $36.9K | 0.01% | −322−72.7% | Reduced |
| First PREMIER Bank | 120 | $37.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 132 | $40.2K | 0.00% | −174−56.9% | Reduced |
| PayPay Securities Corp | 137 | $41.8K | 2.04% | −25−15.4% | Reduced |
| Security National Bank | 137 | $41.8K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 140 | $42.7K | 0.00% | +140 | New |
| Beutel, Goodman & Co Ltd. | 150 | $45.0K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 150 | $45.7K | 0.04% | +150 | New |
| Tortoise Investment Management, LLC | 152 | $46.3K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 156 | $47.6K | 0.03% | +122+358.8% | Added |
| Roxbury Financial LLC | 158 | $48.2K | 0.05% | +31+24.4% | Added |
| Pittenger & Anderson Inc | 158 | $48.2K | 0.00% | −41−20.6% | Reduced |
| Osterweis Capital Management Inc | – | $48.5K | 0.00% | – | New |
| QVR LLC | 161 | $49.1K | 0.05% | +161 | New |
| Keystone Financial Group, Inc. | 163 | $50.3K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 167 | $51.0K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 170 | $51.8K | 0.03% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 170 | $51.8K | 0.04% | −14−7.6% | Reduced |
| Winnow Wealth LLC | 170 | $51.8K | 0.04% | +170 | New |
| JDM Financial Group LLC | 171 | $52.1K | 0.02% | +16+10.3% | Added |
| Nordwand Advisors, LLC | 185 | $56.4K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 185 | $56.4K | 0.03% | +110+146.7% | Added |
| Summer Road LLC | 210 | $56.9K | 0.04% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 190 | $57.9K | 0.01% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 190 | $57.9K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 190 | $57.9K | 0.03% | +54+39.7% | Added |
| Legacy Investment Solutions, LLC | 190 | $57.9K | 0.03% | +190 | New |
| Northwest Capital Management Inc | 196 | $59.7K | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 200 | $61.0K | 0.02% | −800−80.0% | Reduced |
| Front Row Advisors LLC | 200 | $61.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 200 | $61.0K | 0.08% | +200 | New |
| Anfield Capital Management, LLC | 200 | $61.0K | 0.02% | +200 | New |
| Cornerstone Planning Group LLC | 196 | $61.0K | 0.01% | +1+0.5% | Added |
| New Millennium Group LLC | 201 | $61.3K | 0.03% | −198−49.6% | Reduced |
| Belmont Capital, LLC | 201 | $61.3K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 206 | $62.8K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 212 | $64.6K | 0.01% | 00.0% | Unchanged |